VIM

Vista Investment Management Portfolio holdings

AUM $303M
1-Year Est. Return 15.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.36M
3
+$2.04M
4
STZ icon
Constellation Brands
STZ
+$2.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.77%
2 Healthcare 7.82%
3 Technology 5.66%
4 Consumer Staples 4.98%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$213K 0.22%
+4,040
127
$213K 0.22%
+14,400
128
$209K 0.22%
+6,803
129
$175K 0.18%
+11,800
130
$92K 0.1%
+25,800
131
$37K 0.04%
+333
2 3 4 5
6